We are live on ! Find out more
APOG icon

Apogee Enterprises

220 hedge funds and large institutions have $652M invested in Apogee Enterprises in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

53% more call options, than puts

Call options by funds: $825K | Put options by funds: $540K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 212220 (+8)

2.98% less ownership

Funds ownership: 93.32%90.34% (-3%)

11% less capital invested

Capital invested by funds: $732M → $652M (-$80.3M)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
88
Reduced
56
Closed
31
Calls
$825K
Puts
$540K
Net Calls
+$285K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M -$16.9M -456,294 -12%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$51.7M +$57.1M +1,540,329 New
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.7M +$2.9M +78,200 +8%
VCM
4
Vanguard Capital Management
Pennsylvania
$31.6M +$34.9M +941,518 New
American Century Companies
5
American Century Companies
Missouri
$29.7M +$2.58M +69,692 +9%
State Street
6
State Street
Massachusetts
$27.5M -$480K -12,957 -2%
Two Sigma Investments
7
Two Sigma Investments
New York
$19M +$12.6M +340,387 +151%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$18.1M +$634K +17,103 +3%
SBH
9
Segall Bryant & Hamill
Illinois
$16.1M -$15.6M -421,040 -47%
LSV Asset Management
10
LSV Asset Management
Illinois
$15.9M -$37K -1,000 -0.2%
Charles Schwab
11
Charles Schwab
California
$15.2M +$429K +11,586 +3%
Morgan Stanley
12
Morgan Stanley
New York
$12.5M +$3.16M +85,174 +30%
Allianz Asset Management
13
Allianz Asset Management
Germany
$11.9M +$3.28M +88,666 +33%
Ameriprise
14
Ameriprise
Minnesota
$11.3M +$7.16M +193,316 +134%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$8.87M +$2.13M +57,547 +28%
Northern Trust
16
Northern Trust
Illinois
$8.36M +$248K +6,690 +3%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.32M -$4.66M -125,697 -33%
RA
18
Royce & Associates
New York
$7.82M +$7.79M +210,432 +930%
Federated Hermes
19
Federated Hermes
Pennsylvania
$7.47M -$206K -5,557 -2%
UBS Group
20
UBS Group
Switzerland
$7.29M +$3.42M +92,386 +74%
Renaissance Technologies
21
Renaissance Technologies
New York
$6.39M +$738K +19,934 +12%
Jane Street
22
Jane Street
New York
$6.08M +$5.18M +139,906 +338%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$6.06M -$2.32M -62,670 -26%
ProShare Advisors
24
ProShare Advisors
Maryland
$6.01M +$659K +17,781 +11%
Invesco
25
Invesco
Georgia
$5.38M +$330K +8,901 +6%